Client Onboarding
Streamline client onboarding with these internal tasks, client requirements, and client email templates.
13,449 downloads
Client Onboarding Template
Download your free Client Onboarding template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is Karbon's best practice process for onboarding your New Zealand clients into your accounting firm.
It includes the entire onboarding process, including:
- Using Client Tasks to automatically request initial information from your new client
- Preparing for the first onboarding meeting with your new client
- Using Client Tasks that automatically follow your initial meeting in order to collect further information (as discussed during the meeting)
- Setting them up in your internal systems
- Reviewing their specific financial situation and customizing the workflow to suit
- Follow up
To learn how to use this template in action, watch this short video.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
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